CIK: 0001837343
申告総資産額
$28.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec INC | 株式-資本財 | 18.57% | +7.09% | — | |
| 2 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 13.04% | — | — | |
| 3 | FSLR | First Solar INC | 株式-IT | 9.60% | -5.26% | +84.78% | |
| 4 | DY | Dycom Industries INC | 株式-資本財 | 9.47% | -0.66% | +25.01% | |
| 5 | TG7 | Triumph Group INC | 株式-その他 | 7.11% | — | — | |
| 6 | CRH | CRH plc | 株式-素材 | 6.50% | -0.89% | — | |
| 7 | GVA | Granite Construction INC | 株式-資本財 | 5.89% | -0.08% | +7.15% | |
| 8 | ARRY | Array Technologies INC | 株式-その他 | 5.52% | -1.16% | — | |
| 9 | IP | International Paper Co | 株式-一般消費財 | 5.34% | +1.75% | — | |
| 10 | MMM | 3m Co | 株式-資本財 | 3.06% | -2.24% | EXIT | |
| 11 | CNM | Core & Main Inc-class A | 株式-資本財 | 2.52% | -0.03% | — | |
| 12 | ATKR | Atkore INC | 株式-その他 | 2.46% | -0.21% | -0.00% | |
| 13 | LB | Landbridge Co Llc-a | 株式-その他 | 2.46% | — | -40.50% | |
| 14 | BLDR | Builders Firstsource INC | 株式-資本財 | 2.20% | -0.93% | EXIT | |
| 15 | ENS | Enersys | 株式-資本財 | 1.64% | -1.41% | -57.79% | |
| 16 | SABR | Sabre CORP | 株式-IT | 1.55% | -0.24% | EXIT | |
| 17 | TFII | Tfi International INC | 株式-その他 | 1.25% | -0.01% | — | |
| 18 | WEX | Wex INC | 株式-IT | 0.95% | — | — | |
| 19 | XPO | Xpo INC | 株式-資本財 | 0.84% | — | — |